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Invesco Variable Rate Preferred ETF

223 hedge funds and large institutions have $767M invested in Invesco Variable Rate Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+3
Holders Change %
+1.36%
% of All Funds
3.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
23
Increased
61
Reduced
101
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFG
101
Goldstone Financial Group
Illinois
$846K +$313K +13,976 +59%
CAN
102
Cetera Advisor Networks
California
$841K -$63.7K -2,848 -7%
VRM
103
Vectors Research Management
New York
$831K -$44.7K -2,056 -5%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$830K -$73.6K -3,290 -8%
CC
105
Courier Capital
New York
$830K -$40.4K -1,806 -5%
PHS
106
Pekin Hardy Strauss
Illinois
$822K -$12.1K -540 -1%
FCA
107
FinTrust Capital Advisors
South Carolina
$821K -$435K -19,449 -35%
KA
108
Klingman & Associates
New York
$789K -$29.1K -1,300 -4%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$783K +$44.6K +1,993 +6%
AFC
110
AFT Forsyth & Company
Florida
$765K -$80.1K -3,580 -9%
RW
111
RVW Wealth
California
$744K -$147K -6,549 -16%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$728K -$142K -6,365 -16%
DADC
113
D.A. Davidson & Co
Montana
$717K +$25.9K +1,156 +4%
SFS
114
Sowell Financial Services
Arkansas
$706K +$12K +538 +2%
EWA
115
Etesian Wealth Advisors
Oregon
$701K +$19.5K +872 +3%
RBFC
116
Roman Butler Fullerton & Co
Missouri
$698K -$49.8K -2,263 -7%
Corient Private Wealth
117
Corient Private Wealth
Florida
$695K -$540K -24,159 -44%
BEI
118
Benjamin Edwards Inc
Missouri
$668K -$19.7K -881 -3%
WCM
119
Windsor Capital Management
Arizona
$667K +$667K +29,810 New
OC
120
Oppenheimer & Co
New York
$660K +$850 +38 +0.1%
TI
121
Tidal Investments
Wisconsin
$659K +$659K +29,450 New
PCM
122
Palouse Capital Management
Washington
$646K -$6.42K -287 -1%
HWM
123
HB Wealth Management
Georgia
$630K +$2.64K +118 +0.4%
JWCA
124
J.W. Coons Advisors
Ohio
$619K
TCA
125
Transcend Capital Advisors
New Jersey
$601K +$49.6K +2,215 +9%